Integrate Copper with Trigger

Send information between Copper and Trigger automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Create a new task in Trigger each time a new task is created in Copper

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Trigger whenever a new task is initiated in Copper.

How it works
  1. The flow triggers when a new task is added in Copper.
  2. Zoho Flow creates a new task in the selected project in Trigger.
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Create a new task in Trigger each time a new task is created in Copper

Copper + Trigger

Build your own integrations between Copper and Trigger

Connect Copper and Trigger with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Copper and Trigger using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead updated

Triggers when any detail of an existing lead is updated

Task added

Triggers when a new task is added

Person added

Triggers when a new person is added

Opportunity created

Triggers when a new opportunity is created

Lead created

Triggers when a new lead is created

Activity created

Triggers when a new activity is created

Person updated

Triggers when any detail of an existing person is updated

Task created

Triggers when a new task is created in the selected project

Project created

Triggers when a new project is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create activity

Creates a new activity for a person, company, opportunity, or lead

Add person

Adds a new person

Create company

Creates a new company

Create or update lead

Creates or updates the details of a lead

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Update project

Updates the details of an existing project

Update person

Updates the details of an existing person

Update opportunity

Updates the details of an existing opportunity

Update company

Updates the details of an existing company

Fetch person

Fetches the details of a person by email

Fetch project

Fetches the details of an existing project by name

Fetch opportunity

Fetches the details of an existing opportunity by name

Fetch company

Fetches the details of an existing company by name

Create task

Creates a new task in the selected project

Create company

Creates a new company

Create project

Creates a new project

What is Copper?

Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.

CRM

What is Trigger?

Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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